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MYCIO Wealth Partners’s Occidental Petroleum OXY Stock Holding History

MYCIO Wealth Partners’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,201
Closed -$214K – 277
2019
Q4 		$214K Sell
5,201
-533
-9% -$21.4K 0.01% 315
2019
Q3 		$255K Buy
5,734
+156
+3% +$7.38K 0.02% 267
2019
Q2 		$280K Buy
5,578
+72
+1% +$4.05K 0.02% 249
2019
Q1 		$365K Buy
5,506
+71
+1% +$4.68K 0.03% 191
2018
Q4 		$334K Buy
5,435
+49
+0.9% +$3.44K 0.03% 193
2018
Q3 		$443K Buy
5,386
+48
+0.9% +$3.88K 0.04% 168
2018
Q2 		$447K Sell
5,338
-1,052
-16% -$84K 0.05% 164
2018
Q1 		$415K Buy
6,390
+52
+0.8% +$3.64K 0.05% 146
2017
Q4 		$467K Buy
6,338
+61
+1% +$4.14K 0.05% 145
2017
Q3 		$403K Buy
6,277
+184
+3% +$11.2K 0.05% 158
2017
Q2 		$365K Sell
6,093
-623
-9% -$38.1K 0.04% 151
2017
Q1 		$426K Buy
6,716
+370
+6% +$24.6K 0.05% 147
2016
Q4 		$452K Buy
6,346
+5,097
+408% +$362K 0.06% 128
2016
Q3 		$91K Buy
1,249
+407
+48% +$30.5K 0.02% 275
2016
Q2 		$64K Sell
842
-699
-45% -$52.2K 0.01% 303
2016
Q1 		$105K Buy
1,541
+749
+95% +$50.2K 0.02% 225
2015
Q4 		$53K Buy
792
+41
+5% +$2.95K 0.01% 283
2015
Q3 		$50K Hold
751
– – 0.01% 292
2015
Q2 		$58K Hold
751
– – 0.01% 278
2015
Q1 		$55K Hold
751
– – 0.01% 272
2014
Q4 		$60K Sell
751
-32
-4% -$2.66K 0.01% 248
2014
Q3 		$72K Hold
783
– – 0.02% 220
2014
Q2 		$77K Hold
783
– – 0.02% 217
2014
Q1 		$71K Hold
783
– – 0.02% 225
2013
Q4 		$71K Sell
783
-313
-29% -$28.6K 0.02% 218
2013
Q3 		$98K Hold
1,096
– – 0.03% 174
2013
Q2 		$94K Buy
+1,096
New +$92.6K 0.03% 175

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MYCIO Wealth Partners's OXY Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 5,201 shares — an estimated $214K sold.

MYCIO Wealth Partners first reported a position in OXY in Q2 2013 and held it in 27 quarters. The position peaked at $467K in Q4 2017. 799 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 5,201 Occidental Petroleum shares in Q1 2020, an estimated $214K.
  • MYCIO Wealth Partners first reported a position in Occidental Petroleum in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's Occidental Petroleum position peaked at $467K in Q4 2017.
  • 799 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.